Sample Bequest Language

This sample language is meant for general guidance only and should not be construed as legal advice. Donors should always consult their own professional advisors regarding provisions of their bequests. We welcome you to share this page with your advisors and family. If you have any questions, please contact Olger C. Twyner, III, 769–230–2839 (otwyner@mscenterforjustice.org). Again, thank you for considering the Mississippi Center for Justice in your estate plans.

Specific Bequests are gifts of a specific dollar amount or a particular asset.

"I give, devise, and bequeath to the Mississippi Center for Justice (MCJ), the sum of $_______ (or a description of a specific asset, such as stock shares, or a financial account), for the benefit of MCJ to be used for its general purposes. MCJ is a non-profit organization located at 5 Old River Place, Suite 203, Jackson, Mississippi 39202 and their tax identification number is 13-4203234.”

Contingent Bequests leave an estate gift to a particular charity if a named beneficiary does not survive the donor.

"I devise and bequeath (describe gift) to (name of beneficiary), if (she/he) survives me. If (name of beneficiary) does not survive me, I devise and bequeath (describe gift) to the Mississippi Center for Justice (MCJ), for its general purposes. MCJ is a non-profit organization located at 5 Old River Place, Suite 203, Jackson, Mississippi 39202and their tax identification number is 13-4203234.””

Residuary Bequests are satisfied from the remainder portion of assets after other terms of the will have been met, and may be for a set amount or a percentage of the remainder.

"All (or ___% of) the rest, residue, and remainder of my estate, both real and personal, I give to the Mississippi Center for Justice (MCJ), for its general purposes. MCJ is a non-profit organization located at 5 Old River Place, Suite 203, Jackson, Mississippi 39202 and their tax identification number is 13-4203234.”

Restricted Bequests include language that restricts the funds to a specific use. To designate a particular use for bequest assets, replace the “general purposes” language in the illustrations above with the specific purpose, project or issue for which the funds may be used.

“… to the Mississippi Center for Justice for (state the purpose or name the Operating, Operating Reserve, or Endowment Fund). If at any time in the judgment of the trustees of MCJ it is impossible, impracticable or inadvisable to carry out exactly the designated purpose, they shall apply such funds for MCJ’s general purposes. MCJ is a non-profit corporation located at 5 Old River Place, Suite 203, Jackson, Mississippi 39202, and their tax identification number is 13-4203234.”